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LBMC Investment Advisors’s American Express AXP Stock Holding History

LBMC Investment Advisors’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$254K Hold
750
– – 0.01% 220
2026
Q1 		$227K Hold
750
– – 0.01% 217
2025
Q4 		$277K Hold
750
– – 0.02% 195
2025
Q3 		$249K Hold
750
– – 0.02% 210
2025
Q2 		$239K Hold
750
– – 0.02% 194
2025
Q1 		$202K Hold
750
– – 0.02% 194
2024
Q4 		$223K Hold
750
– – 0.02% 183
2024
Q3 		$203K Buy
+750
New +$187K 0.02% 188

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

LBMC Investment Advisors's AXP Position: Q2 2026 in Review

LBMC Investment Advisors held its American Express (AXP) position steady in Q2 2026 at 750 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #220.

LBMC Investment Advisors first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. The position peaked at $277K in Q4 2025. 3,011 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • LBMC Investment Advisors held 750 shares of American Express worth $254K as of Q2 2026.
  • LBMC Investment Advisors left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.01% of LBMC Investment Advisors's portfolio in Q2 2026, its #220 holding.
  • LBMC Investment Advisors first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
  • LBMC Investment Advisors's American Express position peaked at $277K in Q4 2025.
  • 3,011 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.